Value Investing Muddy Waters' Short Thesis on Burford Capital |
- Muddy Waters' Short Thesis on Burford Capital
- Can anybody advise me on reading material other than books?
- Chris Bloomstran – What Makes a Quality Company
- Greenhaven Road Capital Q2 2019 Letter
- Hidden Networks: Network Effects That Don’t Look Like Network Effects
| Muddy Waters' Short Thesis on Burford Capital Posted: 07 Aug 2019 01:08 AM PDT |
| Can anybody advise me on reading material other than books? Posted: 06 Aug 2019 08:40 AM PDT I am talking about which 10-ks, 13-fs, Industry Primers, Case studies, articles, papers etc? For instance Michael Mauboussins papers on various topics like ROIC, Capital allocation and so on. And John Huber's Base Hit Investing site. I have been reading a few 10-ks lately but feel I want more. Any links will be appreciated [link] [comments]  |
| Chris Bloomstran – What Makes a Quality Company Posted: 07 Aug 2019 01:44 AM PDT |
| Greenhaven Road Capital Q2 2019 Letter Posted: 07 Aug 2019 01:33 AM PDT |
| Hidden Networks: Network Effects That Don’t Look Like Network Effects Posted: 06 Aug 2019 08:38 AM PDT |
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